Philosophy of PERR

Plan

At FINHAWK, we don’t predict the future. We plan for it.
Every financial journey starts with a destination. Whether it’s early retirement, your kid’s education, or a solo trip to Japan/Korea/Europe...you get the gist. Our experts help you define your goals. We then align them with your income, expenses, risk profile (most important and neglected factor), and timeline and then generate probabilities on how these aspirations can be achieved. No fluff. Just facts, frameworks, and future-ready strategies.

EXECUTE

At FINHAWK, we believe a plan without action is just wishful thinking.
Once your financial blueprint is ready, it’s go time. We turn strategy into steps—guiding you through investments that align with your goals. From handpicked mutual funds to essential insurance cover, we focus on execution that’s clean and custom-fit. No jargon. No salesy pushes. Just disciplined investing backed by real and people who actually call you back.

Review

At FINHAWK, we believe markets and situations change. So do you.
Life happens. Goals evolve. The markets throw tantrums. That’s why we don’t just set and forget. Our regular review cycles ensure your investments stay aligned with your reality. We track performance, adjust allocations, and suggest changes when needed, so your money keeps working as hard as you do and your aspirations can become a reality

Repeat

At FINHAWK, we believe good money habits are built on loops, not leaps.
Once we review, we refine. The PERR loop means we’re always a step ahead. This disciplined, repeatable approach helps build lasting wealth and legacy. You’ll grow more confident in your financial journey—and more in control of your future. And yes, we’ll remind you when it’s time to loop back in. Kyuki picture ek baar main nahi bann rahi, picture abhi baaki hai mere dost.

Client Testimonials

Hear what our clients say about our services and support.

Finhawk helped me secure my family's future with excellent insurance options.

John Lawson
A night-time cityscape featuring a well-lit skyscraper with an HSBC logo prominently displayed at the top. The scene includes several tall buildings with lights in their windows reflecting off a body of water below. A bridge, also illuminated, spans across the water in the foreground.
A night-time cityscape featuring a well-lit skyscraper with an HSBC logo prominently displayed at the top. The scene includes several tall buildings with lights in their windows reflecting off a body of water below. A bridge, also illuminated, spans across the water in the foreground.

New York

The portfolio management services from Finhawk were exceptional in helping me grow my investments and achieve my financial goals. Highly recommend their expertise and support.

A mural on a concrete wall displays illustrations promoting digital banking services. The left side depicts a laptop with symbols for internet banking, including icons for money, Wi-Fi, and security. The right side shows a hand holding a smartphone with a depiction of mobile banking, showcasing a login screen and a keypad with symbols. The words 'Internet Banking' and 'SMS Banking' are prominently displayed in bold yellow and white letters. The mural is set against a backdrop of trees and buildings.
A mural on a concrete wall displays illustrations promoting digital banking services. The left side depicts a laptop with symbols for internet banking, including icons for money, Wi-Fi, and security. The right side shows a hand holding a smartphone with a depiction of mobile banking, showcasing a login screen and a keypad with symbols. The words 'Internet Banking' and 'SMS Banking' are prominently displayed in bold yellow and white letters. The mural is set against a backdrop of trees and buildings.
Sarah Lee

Los Angeles

★★★★★
★★★★★